LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION INC (EIN 591208322) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

BETHANIE A BARBER

Phone

4078418310

Tax Period

2023-01-01 to 2023-12-31

LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION INC, founded in 1967, is a community nonprofit in the Crime & Legal sector that reported $7.1M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 40% operating margin.

Mission

TO PROVIDE QUALITY CIVIL LEGAL SERVICES FOR LOW-INCOME RESIDENTS, THE WORKING POOR, AND CHILDREN AND DISADVANTAGED GROUPS WITH SPECIAL LEGAL NEEDS IN ORANGE COUNTY, FLORIDA AND TO ASSIST IN PROVIDING LEGAL SERVICES TO SIMILARLY SITUATED RESIDENTS OF NEIGHBORING COUNTIES THROUGH AN EFFECTIVE AND FISCALLY SOUND PROGRAM THROUGH THE COMBINED EFFORTS OF STAFF AND PRO BONO ATTORNEYS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,006,533

Program Service Revenue $0

Investment Income $81,863

Other Revenue $17,759

TOTAL REVENUE $7,106,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,609,297

Fundraising Expenses $187,000

Program Expenses $3,498,588

Other Expenses $642,707

TOTAL EXPENSES $4,252,004

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,106,155	$5,558,851	+0.3%
Expenses	$4,252,004	$3,979,569	+0.1%
Net Income	$2,854,151	$1,579,282	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

2855

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$241,958

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAFAEL O RODRIGUEZ	PRESIDENT-ELECT	1.15	Officer Director	$0	$0	$0
CAMILA A PACHON SILVA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAY W SMALL	IMMEDIATE PAST PRESIDENT	1.54	Officer Director	$0	$0	$0
JON M GIBBS	SECRETARY	1.35	Officer Director	$0	$0	$0
AYANA K BARROW	TREASURER	1.00	Officer Director	$0	$0	$0
AMBER N DAVIS	BOARD TRUSTEE (THRU 05/31/23)	0.19	Director	$0	$0	$0
PAMELA L FOELS	BOARD TRUSTEE (STARTING 06/01/2023)	0.84	Director	$0	$0	$0
LAUREN R BRUSCA	BOARD TRUSTEE (STARTING 06/01/2023)	0.97	Director	$0	$0	$0
MICHAEL D BARBER	BOARD TRUSTEE (STARTING 06/01/2023)	0.84	Director	$0	$0	$0
VICTOR RIVERA	BOARD TRUSTEE (THRU 05/31/23)	1.52	Director	$0	$0	$0
BRUCE A MOUNT JR	BOARD TRUSTEE (THRU 05/31/23)	0.14	Director	$0	$0	$0
KIMBERLEE A MARTIN	BOARD TRUSTEE (THRU 05/31/23)	1.05	Director	$0	$0	$0
GLAUCIA JONES	BOARD TRUSTEE (THRU 07/31/23)	0.38	Director	$0	$0	$0
KARL WATSON	LAY TRUSTEE	0.25	Director	$0	$0	$0
ARTI A HIRANI	BOARD TRUSTEE (STARTING 06/01/2023)	0.10	Director	$0	$0	$0
TERRY M SANKS	BOARD TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE E MCGINNIS	BOARD TRUSTEE (THRU 05/31/23)	0.24	Director	$0	$0	$0
KIMBERLY E HOSLEY	BOARD TRUSTEE	0.46	Director	$0	$0	$0
SUZANNE E GILBERT	BOARD TRUSTEE (THRU 05/31/23)	1.67	Director	$0	$0	$0
KATHLEEN DOWNS	LAY TRUSTEE	3.46	Director	$0	$0	$0
DEBORAH L MOSKOWITZ	BOARD TRUSTEE	1.08	Director	$0	$0	$0
ELISA K SCHNEIDER	BOARD TRUSTEE (STARTING 06/01/2023)	0.85	Director	$0	$0	$0
ANA P RODRIGUEZ-NEWBERN	BOARD TRUSTEE	1.00	Director	$0	$0	$0
C ANDREW ROY	BOARD TRUSTEE (STARTING 06/01/2023)	0.13	Director	$0	$0	$0
BETHANIE BARBER	EXECUTIVE DIRECTOR	65.00	Officer	$171,909	$70,049	$241,958
LARRI THATCHER	DEPUTY DIRECTOR	39.39	Highest	$138,911	$66,605	$205,516
TENESIA HALL	FAMILY LAW LITIGATION DIRECTOR	75.00	Highest	$105,752	$55,851	$161,603
JOANN TUCKER-HALL	PROGRAM ADMINISTRATOR	60.00	Highest	$117,509	$57,409	$174,918
KAVITA SOOKRAJH	GAL ATTORNEY	39.22	Highest	$111,910	$17,284	$129,194

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,106,155	$4,252,004	$9,738,592	$2,854,151
2022	$5,558,851	$3,979,569	$6,632,928	$1,579,282
2021	$5,264,500	$3,902,205	$5,045,844	$1,362,295
2020	$4,496,179	$3,857,509	$4,145,806	$638,670
2018	$4,125,266	$3,935,157	$2,757,802	$190,109

LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION INC